The goal of estate planning is to minimize the IRS estate transfer tax that is imposed on significantly sized estates. Most estate planning tools are designed to accomplish one or more of the following:
Below are some frequently used estate planning tools and techniques:
Creating a plan that addresses both estate and retirement needs helps ensure that you enjoy your retirement and pass wealth onto your family and charitable causes. Estate planning helps maximize your wealth — regardless of the amount — and determine the best way to distribute it. It’s also important for business owners who have significant assets tied to their business.
With expertise and guidance, you can best plan for estate taxes and maximize the assets passed to your beneficiaries.
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